Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BAPR)

109 + Investors. Track Smart Money conviction in BAPR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
35%

Smart Money Signals — BAPR

Based on 109 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BAPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
109 hedge funds hold BAPR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 35% buying

31 buying57 selling
Last quarter: 57 funds sold vs only 31 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new BAPR position: 5 → 16 → 5 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
61 out of 109 hedge funds have held BAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 5 → 16 → 5 → 22 new funds/Q
New funds entering each quarter: 5 → 16 → 5 → 22. A growing number of institutions are discovering BAPR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 26% new
Of 109 current holders: 65 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 109 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BAPR

In 2025 Q4, 31 hedge funds were net buyers of BAPR (22 opened a new position, 9 added to an existing one), while 57 reduced or exited (52 trimmed, 5 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: BAPR

How many hedge funds hold BAPR — quarterly history vs. share price
Quarterly hedge fund ownership of BAPR vs. share price

Market Analysis: BAPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAPR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 5 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BAPR
2026 Q1 Stats Unlock in 8 days 109 + Investors

Track Smart Money conviction in BAPR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 109 92 18.48%
13F Shares 8M 5M 53.9%
Total Value $381M $244M 56.07%
New Positions 22 5 +17
Increased Positions 9 10 -1
Closed Positions 5 13 -8
Reduced Positions 52 48 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAPR

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Institutional Holders (2026 Q1)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAPR. Verified SEC 13F-HR filings.

Top 25 institutional holders of BAPR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COFG Advisors, LLC 4.53% 374,205 $18.3M
2 Macco Financial Group, Inc. 4.18% 112,569 $5.5M
3 Hardworking Capital Advisors, LLC 3.67% 79,985 $3.9M
4 INTEGRAL INVESTMENT ADVISORS, INC. 3.60% 295,477 $14.5M
5 My Personal CFO, LLC 1.69% 78,828 $3.9M
6 TopTier Wealth Management, LLC 0.92% 30,541 $1.5M
7 City Center Advisors, LLC 0.75% 16,478 $807K
8 Maltin Wealth Management, Inc. 0.70% 37,494 $1.8M
9 FSA Advisors, Inc. 0.52% 16,153 $791K
10 Ballast Rock Private Wealth LLC 0.36% 13,109 $642K
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.34% 48,357 $2.4M
12 DHJJ Financial Advisors, Ltd. 0.34% 20,883 $1.0M
13 Valtinson Bruner Financial Planning LLC 0.31% 22,836 $1.1M
14 Southland Equity Partners LLC 0.31% 32,146 $1.6M
15 FORONJY FINANCIAL LLC 0.30% 14,635 $717K
16 Penserra Capital Management LLC 0.24% 425,357 $21K
17 Lantz Financial LLC 0.19% 18,948 $928K
18 Outlook Wealth Advisors, LLC 0.18% 15,211 $745K
19 A4 Wealth Advisors LLC 0.17% 4,167 $204K
20 Chris Bulman Inc 0.14% 6,505 $319K
21 CORRADO ADVISORS, LLC 0.12% 4,609 $226K
22 Berkshire Money Management, Inc. 0.11% 21,374 $1.0M
23 WealthPLAN Partners, LLC 0.09% 9,458 $463K
24 Diligent Investors, LLC 0.07% 5,733 $281K
25 Beacon Financial Advisory LLC 0.05% 4,905 $240K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INNOVATOR ETFS TRUST (BAPR)

What does the Smart Money Trend signal show for BAPR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BAPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BAPR?

Heavy selling pressure — only 35% buying: Last quarter: 57 funds sold vs only 31 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BAPR holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 109 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BAPR?

56% of holders stayed for 2+ years: 61 out of 109 hedge funds have held BAPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.